Dwayne Anthony Hall
Financial advisor at Flagship Harbor Advisors, LLC · Boston, MA
Last updated 2026-10-10
Claim your profileDwayne Anthony Hall is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, CRD 4587184. Licenses and exams on the registration: Series 66. IAPD registration began 2014-04-22.
Registration
- CRD number
- 4587184
- Registration status
- Active
- IAPD registration
- 2014-04-22
- Industry Experience
- 12 years
- Work Experience
- 12 years
- States registered
- MA
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2014-04 to Present · Lpl Financial, LLC · Boston, MA
- 2014-04 to Present · Flagship Harbor Advisors, LLC · Boston, MA
Current employment
- Flagship Harbor Advisors, LLC · Boston, MA
Flagship Harbor Advisors, LLC
- Regulatory AUM
- $3,419,401,101
- Registered advisors
- 60
- Offices
- 38
- Clients per advisor
- 122.9 (High)
- Average AUM per client
- $463.8K (Low)
- High-net-worth client ratio
- 34.7% (Moderate)
Flagship Harbor Advisors, LLC: advisors, services and reported ETF investments
About
Dwayne Anthony Hall is a CFP® financial advisor at Flagship Harbor Advisors, LLC in Boston, MA. Reported securities licenses include Series 66. The latest record indicates 12 years of industry experience and 12 years of reported work history. Reported roles include Lpl Financial, LLC.
SEC disclosures list additional business and community activities: (1) 04/09/2014: Flagship Harbor Advisors - Dba For Lpl Business (entity For Lpl Business) - Investment Related - At Reported Business Location(s) (2) 04/09/2014: Pinnacle - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 1% Time Spent - Agent: Lines of insurance: ltc, disability, term, ul, whole life, fixed annuities (3) 05/06/2014: flagship harbor advisors - registered investment advisor - dba: (hybrid) flagship harbor advisors, llc - investment related - at reported business location(s) - 50% time spent - i provide investment advisory services through flagship harbor advisors, an independent investment advisor firm; I started this business activity in april, 2014.
Flagship Harbor Advisors, LLC's firm-level Form ADV reports 60 advisors across 38 offices; approximately 122.9 clients per advisor, average assets per client of $463,773, and regulatory AUM of $3.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $1.8B across 372 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Dwayne Anthony Hall personally.
Reported ETF positions
Flagship Harbor Advisors reports 372 ETF positions worth $1.8B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $134.2M |
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $81.3M |
| SGOV — iShares 0-3 Month Treasury Bond ETF | $56M |
| SPY — SPDR S&P 500 ETF TRUST | $53.7M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $52.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Flagship Harbor Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $13.8M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $4.3M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $1.5M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $2.6M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Flagship Harbor Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
346 Commercial Street, Boston, MA 02109
59 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (857) 350-4229
- Website: flagshipharborsouthshore.com
Official record
Are you Dwayne Anthony Hall?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.